有価証券レコード
OAKM
プロファイル取り込み待ち（名称未確定）
26追跡対象保有者
+4Δ保有者数
11.84M保有株数
$334.37M報告済み評価額
+7新規ポジション
−3解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり +18.2% ·
株式フロー +6.4% ·
新規ネットポジション数 +15.4%
— 計算式
幅広い買い集め — より多くの保有者にわたって株式数が増加
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q2 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +4 | 11.84M | $334.37M | +7 | −3 |
| Q1 2026 | 23 | +5 | 11.13M | $306.66M | +5 | — |
| Q4 2025 | 18 | +2 | 8.07M | $229.90M | +2 | — |
| Q3 2025 | 1 | — | 1.74K | $46,490 | — | — |
| Q1 2025 | 1 | +1 | 179.60K | $4.39M | +1 | — |
保有者情報 · Q2 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 3.36M | +7.7% | $94.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Cerity Partners LLC | 3.36M | +7.7% | $94.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Cerity Partners LLC | 3.36M | +7.7% | $94.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 2.13M | +0.7% | $60.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.07M | 0.0% | $30.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.06M | -10.1% | $29.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.06M | -10.1% | $29.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.06M | -10.1% | $29.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 935.88K | +7.5% | $27.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 933.92K | +28.8% | $26.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 933.92K | +28.8% | $26.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 795.88K | +13.6% | $22.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 655.58K | -2.3% | $18.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 655.58K | -2.3% | $18.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 655.58K | -2.3% | $18.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 173.70K | +6.4% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 167.99K | 新規 | $4.73M | 0.0% | New | 1 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 117.40K | 新規 | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 73.48K | +15.6% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 57.20K | -52.9% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 51.51K | +6.7% | $1.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Focus Partners Wealth | 46.83K | +33.0% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Corient Private Wealth LP | 43.31K | +7.0% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 30.23K | -1.7% | $851,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 30.23K | -1.7% | $851,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northern Trust Corp | 28.34K | -33.0% | $798,422 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 27.13K | +8.7% | $764,170 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 18.62K | 新規 | $528,780 | 0.0% | New | 1 | SEC ↗ |
| 29 | UBS Group AG | 16.97K | 新規 | $478,016 | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS Group AG | 16.97K | 新規 | $478,016 | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 16.97K | 新規 | $478,016 | 0.0% | New | 1 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 13.79K | -2.8% | $388,547 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 10.88K | 新規 | $306,433 | 0.0% | New | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 9.58K | 新規 | $269,897 | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 2.05K | -65.0% | $58,187 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 2.05K | -65.0% | $58,187 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 428 | 新規 | $12,057 | 0.0% | New | 1 | SEC ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。
新規買い手
| Baird Financial Group, Inc. | $4.73M | 0.0% |
| Two Sigma Investments | $3.31M | 0.0% |
| Jones Financial Companies Lllp | $528,780 | 0.0% |
| UBS Group AG | $478,016 | 0.0% |
| UBS Group AG | $478,016 | 0.0% |
| UBS Group AG | $478,016 | 0.0% |
| Goldman Sachs Group | $306,433 | 0.0% |
| Captrust Financial Advisors | $269,897 | 0.0% |
| Bnp Paribas Financial Markets | $12,057 | 0.0% |
ポジション解消済み
| Jane Street Group, Llc | $1.74M | だった 0.0% |
| Northwestern Mutual Wealth… | $379,212 | だった 0.0% |
| Us Bancorp \De\ | $46,943 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 95 保有者, 26.17M 株式数, $711.79M 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。